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Rovida Investment Management Ltd 13F holdings

Filed 2026-08-05 · Rovida Investment Management Ltd · 20 positions · $1.5B

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TickerCompanySharesValue% of portfolio
NBISNEBIUS GROUP N.V.2.0M$550.9M37.6%
GOOGLALPHABET INC591.0K$211.0M14.4%
BABOEING CO832.0K$180.0M12.3%
—BANK OF NT BUTTERFIELD&SON L1.8M$106.7M7.3%
KTOSKRATOS DEFENSE & SEC SOLUTIO1.8M$88.5M6.0%
NVDANVIDIA CORPORATION378.9K$75.7M5.2%
FCXFREEPORT MCMORAN INC870.0K$54.7M3.7%
GLXYGALAXY DIGITAL INC.1.7M$46.8M3.2%
IBKRINTERACTIVE BROKERS GROUP IN300.0K$26.1M1.8%
ASPIASP ISOTOPES INC4.1M$25.5M1.7%
GSGOLDMAN SACHS GROUP INC23.0K$23.3M1.6%
VVISA INC50.0K$17.1M1.2%
ASHRDBX ETF TR375.0K$13.7M0.9%
KEKE HLDGS INC900.0K$13.1M0.9%
HTHTH WORLD GROUP LTD200.0K$8.3M0.6%
BABAALIBABA GROUP HLDG LTD80.0K$7.7M0.5%
AMTMAMENTUM HOLDINGS INC315.0K$6.5M0.4%
—BULLISH200.0K$4.7M0.3%
NOKNOKIA CORP350.0K$4.6M0.3%
BILIBILIBILI INC100.0K$1.7M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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